Grey Fox Wealth Advisors, LLC

Grey Fox Wealth Advisors, LLC (CRD# 307172) is a financial advisory firm headquartered in Rockland, DE. They manage $382,612,586 in 1,005 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
100 South Rockland Falls Road, Rockland, DE 19732
https://www.linkedin.com/in/tedlauzen/
By the Numbers
  • Total Assets Under Management
    383
    MILLION
  • Total Number of Accounts
    1,005
    ACCOUNTS
  • Average Account Value
    $380,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, IL, MA, MD, MI, NH, NJ, NY, PA, TX, VA

Financial Advisors at Grey Fox Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kevin Dombrowski, financial advisor Rockland DE
Kevin J. Dombrowski
CRD#: 6873509
100 South Rockland Falls Road, Rockland, DE 19732

Kevin Dombrowski (CRD# 6873509) is an Investment Advisor Representative working at Grey Fox Wealth Advisors, LLC in Rockland, DE and has over 6 years of experience in the finance industry.

2
Ryan Bonner, financial advisor Rockland DE
Ryan P. Bonner
CRD#: 7047545
100 South Rockland Falls Road, Rockland, DE 19732

Ryan Bonner (CRD# 7047545) is an Investment Advisor Representative working at Grey Fox Wealth Advisors, LLC in Rockland, DE and has 1 year of experience in the finance industry.

3
Hans Lauzen, financial advisor Rockland DE
Hans M. Lauzen
CRD#: 7886039
100 South Rockland Falls Road, Rockland, DE 19732

Hans Lauzen (CRD# 7886039) is an Investment Advisor Representative working at Grey Fox Wealth Advisors, LLC in Rockland, DE and has 1 year of experience in the finance industry.

4
Theodore Lauzen, financial advisor Rockland DE
Theodore J. Lauzen
CRD#: 6773478
100 South Rockland Falls Road, Rockland, DE 19732

Theodore Lauzen (CRD# 6773478) is an Investment Advisor Representative working at Grey Fox Wealth Advisors, LLC in Rockland, DE and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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